BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 886 $157K 0.08% +261 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 875 $155K 0.09% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 834 $148K 0.01% +121 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 820 $146K 0.04% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 796 $141K 0.05% +99 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 791 $140K 0.04% -45 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 766 $139K 0.01% +33 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 773 $137K <0.01% -96 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 769 $136K 0.02% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 750 $133K 0.07% +1 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 744 $132K 0.1% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 736 $131K 0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 725 $129K 0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 695 $124K 0.07% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 697 $124K <0.01% +396 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 698 $124K 0.01% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 683 $121K 0.03% +681 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 676 $120K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 640 $114K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 636 $113K <0.01% +170 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 586 $104K 0.01% -152 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 579 $103K 0.02% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 570 $101K 0.06% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 551 $97.7K 0.01% +5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 548 $97.2K 0.01% -127 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 546 $96.8K 0.06% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 544 $96.6K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 530 $94K 0.03% +45 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 502 $89K 0.05% -675 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 495 $87.8K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 478 $84.8K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 473 $83.9K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 470 $83.4K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 466 $82.7K 0.01% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 465 $82.5K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 457 $81K 0.01% -664 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 455 $80.7K 0.07% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 436 $77.3K 0.03% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 432 $76.6K 0.04% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 430 $76.3K 0.04% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 425 $75.4K 0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 423 $75K 0.03% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 413 $73K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 411 $72.9K 0.03% +331 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 404 $71.7K 0.06% -100 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 398 $70.6K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 384 $68.2K <0.01% +4 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 378 $67K 0.03% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 375 $66.5K 0.03% -15 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 371 $65.9K 0.02% -154 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 370 $65.6K 0.02% -53 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 357 $63.4K 0.05% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 357 $63.3K 0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 357 $63.3K 0.01% -3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 350 $62K <0.01% +2 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 325 $57.8K 0.05% +3 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 314 $55.8K 0.02% -274 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 300 $53.2K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 299 $52.9K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 298 $52.9K <0.01% -18 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 294 $52.5K <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 295 $52.3K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 295 $52.3K 0.01% +3 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 283 $50.2K 0.04% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 280 $49.7K 0.02% +215 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 272 $48.2K <0.01% new 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 272 $48.2K 0.04% 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 265 $47.1K 0.03% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 264 $46.8K <0.01% -125 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 258 $45.8K 0.03% new 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 237 $42K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 233 $41.3K 0.02% +1 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 231 $41K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 226 $40.1K 0.03% +2 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 224 $39.7K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 223 $39.5K 0.02% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 219 $38.8K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 38,667 $38.7K 0.03% 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 218 $38.7K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 217 $38.5K 0.04% 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 207 $36.7K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 203 $36K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 200 $35.5K <0.01% 0 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 200 $35.5K 0.03% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 194 $34.4K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 186 $33K <0.01% +150 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 184 $32.6K 0.02% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 175 $31K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 167 $29.6K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 166 $29.4K 0.03% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 165 $29.3K 0.01% -63 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 163 $29K 0.02% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 160 $28.4K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 314 $28.2K <0.01% -33 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 157 $27.8K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 155 $27.5K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 148 $26.3K <0.01% -20 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 146 $25.9K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 135 $23.9K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 133 $23.6K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 132 $23.4K <0.01% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 130 $23.1K <0.01% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 128 $22.7K 0.01% 13F-HR/A Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 123 $21.8K 0.01% +91 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 122 $21.7K <0.01% 0 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 118 $20.9K 0.01% +1 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 116 $20.6K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 111 $19.7K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110 $19.6K <0.01% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 109 $19.3K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 107 $19K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 107 $19K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 106 $18.8K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $17.9K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 100 $17.9K 0.01% -83 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 100 $17.7K <0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 94 $16.7K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 93 $16K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 90 $16K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 87 $15.4K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 78 $13.9K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 78 $13.8K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 75 $13.3K 0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $12.6K <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 70 $12.4K <0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 69 $12.2K 0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 69 $12K 0.01% 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 66 $11.8K <0.01% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 64 $11.4K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 61 $10.8K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 60 $10.6K 0.01% 13F-HR/A Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 58 $10.3K <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 58 $10.2K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 57 $10.1K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 56 $9.93K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 56 $9.93K 0.01% -533 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 53 $9.4K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 53 $9.4K 0.01% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 51 $9.07K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 49 $8.69K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 49 $8.69K 0.01% -995 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 46 $8.16K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 45 $7.98K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 45 $7.98K <0.01% new 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 44 $7.8K 0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 40 $7.09K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 35 $6.21K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 35 $6.2K <0.01% -45,323 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 32 $5.68K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 31 $5.54K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 31 $5.5K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 33 $5K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 28 $4.97K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 27 $4.79K <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 25 $4.78K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 26 $4.61K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 25 $4.48K <0.01% -25 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 25 $4.43K <0.01% -25 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 24 $4.26K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 22 $3.91K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 22 $3.9K <0.01% -2,496 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21 $3.73K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 21 $3.73K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 20 $3.55K <0.01% -32 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 19 $3.4K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $3.19K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17 $3.02K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 17 $3.02K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 17 $2.96K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 16 $2.84K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 14 $2.48K <0.01% -19 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12 $2.13K <0.01% +8 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 11 $1.95K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 11 $1.92K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9 $1.6K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9 $1.55K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8 $1.49K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 8 $1.42K <0.01% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 7 $1.24K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $1.06K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 5 $887 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $713 <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $710 <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4 $709 <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3 $537 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3 $532 <0.01% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2 $360 <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2 $355 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2 $355 <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2 $355 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 0 $61 <0.01% -3 13F-HR Timeline Amount filed as zero, left out of ratios. Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. NFSG Corp More: the full row for NFSG Corp 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.